13F HOLDINGS REPORT
Contrarius Group Holdings Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001999371-25-017490
Total Value
$2.21B
Positions
60
Other Managers
3
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 532,494 | $236.8M | 10.72% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 11,797,694 | $230.4M | 10.43% |
| 3 | PARAMOUNT SKYDANCE CORP | PSKY | 9,864,864 | $186.6M | 8.45% |
| 4 | FOX CORP | FOX | 2,372,351 | $135.9M | 6.15% |
| 5 | BAIDU INC | BAIDF | 891,749 | $117.5M | 5.32% |
| 6 | INTELLIA THERAPEUTICS INC | NTLA | 5,889,936 | $101.7M | 4.60% |
| 7 | ECHOSTAR CORP | SATS | 1,294,117 | $98.8M | 4.47% |
| 8 | DELL TECHNOLOGIES INC | DELL | 654,043 | $92.7M | 4.20% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 325,254 | $90.8M | 4.11% |
| 10 | MICRON TECHNOLOGY INC | MU | 537,645 | $90.0M | 4.07% |
| 11 | NVIDIA CORPORATION | NVDA | 442,414 | $82.5M | 3.74% |
| 12 | COINBASE GLOBAL INC | COIN | 242,376 | $81.8M | 3.70% |
| 13 | INTEL CORP | INTC | 2,207,715 | $74.1M | 3.35% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 365,117 | $65.3M | 2.95% |
| 15 | META PLATFORMS INC | META | 85,784 | $63.0M | 2.85% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 369,882 | $59.8M | 2.71% |
| 17 | BEAM THERAPEUTICS INC | BEAM | 1,533,269 | $37.2M | 1.68% |
| 18 | JD.COM INC | JDCMF | 1,024,919 | $35.9M | 1.62% |
| 19 | ALPHABET INC | GOOG | 123,469 | $30.0M | 1.36% |
| 20 | CRISPR THERAPEUTICS AG | CRSP | 270,350 | $17.5M | 0.79% |
| 21 | BARRICK MNG CORP | 06849F108 | 510,779 | $16.7M | 0.76% |
| 22 | UNITY SOFTWARE INC | U | 384,002 | $15.4M | 0.70% |
| 23 | MARVELL TECHNOLOGY INC | MRVL | 158,147 | $13.3M | 0.60% |
| 24 | ROKU INC | ROKU | 129,515 | $13.0M | 0.59% |
| 25 | ALPHA METALLURGICAL RESOUR I | 020764106 | 74,022 | $12.1M | 0.55% |
| 26 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 431,274 | $11.7M | 0.53% |
| 27 | PDD HOLDINGS INC | PDD | 85,372 | $11.3M | 0.51% |
| 28 | SEA LTD | SE | 62,728 | $11.2M | 0.51% |
| 29 | CLEVELAND-CLIFFS INC NEW | CLF | 896,055 | $10.9M | 0.49% |
| 30 | PAYPAL HLDGS INC | PYPL | 161,995 | $10.9M | 0.49% |
| 31 | WW INTL INC | 98262P200 | 376,431 | $10.3M | 0.47% |
| 32 | SNAP INC | SNAP | 1,330,206 | $10.3M | 0.46% |
| 33 | VALARIS LTD | VAL-WT | 199,550 | $9.7M | 0.44% |
| 34 | QVC GROUP INC | QVCGP | 702,768 | $9.5M | 0.43% |
| 35 | CROCS INC | CROX | 112,001 | $9.4M | 0.42% |
| 36 | EQT CORP | EQT | 169,172 | $9.2M | 0.42% |
| 37 | SEADRILL LTD | SDRL | 300,622 | $9.1M | 0.41% |
| 38 | QXO INC | QXO-PB | 462,237 | $8.8M | 0.40% |
| 39 | BLOCK INC | BSQKZ | 119,624 | $8.6M | 0.39% |
| 40 | DIGITALOCEAN HLDGS INC | DOCN | 231,598 | $7.9M | 0.36% |
| 41 | PENN ENTERTAINMENT INC | PENN | 383,132 | $7.4M | 0.33% |
| 42 | NOBLE CORP PLC | NE-WT | 249,009 | $7.0M | 0.32% |
| 43 | APPLOVIN CORP | APP | 9,780 | $7.0M | 0.32% |
| 44 | TRANSOCEAN LTD | RIG | 1,983,291 | $6.2M | 0.28% |
| 45 | PHILIP MORRIS INTL INC | 718172109 | 38,028 | $6.2M | 0.28% |
| 46 | AMAZON COM INC | AMZN | 23,909 | $5.2M | 0.24% |
| 47 | GRAB HOLDINGS LIMITED | GRABW | 804,111 | $4.8M | 0.22% |
| 48 | PAGSEGURO DIGITAL LTD | PAGS | 397,143 | $4.0M | 0.18% |
| 49 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 150,312 | $3.7M | 0.17% |
| 50 | TENCENT MUSIC ENTMT GROUP | XHLD | 154,650 | $3.6M | 0.16% |
| 51 | ALTRIA GROUP INC | MO | 44,301 | $2.9M | 0.13% |
| 52 | DISNEY WALT CO | 254687106 | 24,778 | $2.8M | 0.13% |
| 53 | WARNER BROS DISCOVERY INC | WBD | 5,509 | $107,591 | 0.00% |
| 54 | TESLA INC | TSLA | 227 | $100,951 | 0.00% |
| 55 | NVIDIA CORPORATION | NVDA | 292 | $54,481 | 0.00% |
| 56 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 135 | $37,704 | 0.00% |
| 57 | PARAMOUNT SKYDANCE CORP | PSKY | 1,611 | $30,480 | 0.00% |
| 58 | FOX CORP | FOX | 303 | $17,359 | 0.00% |
| 59 | PENN ENTERTAINMENT INC | PENN | 581 | $11,190 | 0.00% |
| 60 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 371 | $10,026 | 0.00% |